Joe Jacquez Email & Phone Number

Texas, United States

Texas, United States

Lead financial consolidation, reporting, and analysis for a $500M commercial infrastructure services company. Preparing lines of business profitability analysis, weekly revenue projections, and annual budget planning for senior leadership and equity partners. Monitor cash flow and consolidate financial results from multiple data sources (including Oracle) to drive strategic decision-making. Present quarterly covenant ratios to Senior Leadership and lenders to ensure compliance and alignment.

Albuquerque, New Mexico

Responsible for all aspects of finance for a $1.3B institution including the annual plan, quarterly forecasts, monthly financial statement preparation, investments, assisting the controller with annual audits, reviewing quarterly Call Reports, updating various policies/strategies, leading strategic meetings with senior leadership and the board, developing finance and accounting team members, and driving process optimization throughout the organization. Compare quarterly peer metrics, update KPI reports, and drive strategic discussion to help leadership focus on areas of opportunity within our key market areas. Constantly monitor data, news sources, key industry insiders to develop useful trend updates and facilitate thoughtful discussion regarding long term strategies in an ever-changing environment.

Plano, Tx

Lead the teams responsible for the back office support of Bridger’s day to day operations. Work cooperatively and effectively with Team Leads to set goals, resolve problems, and make decisions that enhance organizational effectiveness. Analyze and revamp the contractor settlement process to pay more frequently, driving contractor retention and generating more frequent cash flow. Support new operational opportunities with analysis and modeling that sets customer pricing, contractor rates, and drives capital requests. Liaise with financial analyst, accounting team, and senior management to review monthly results, compare them to the budget, and forecast financial results in the coming months.

Rockwall, Texas

Financial Planning and Reporting: Perform comprehensive financial analysis to enable and enhance sound business decision making and to support the company’s successful execution of its strategy. Responsible for detailed financial reviews to executive management detailing performance to budget for three business units, volume trends, key utilization metrics, contractor expense leakage opportunities, and review of capital expenditures. This division produces >$100M of revenue annually. Enhanced financial reporting structure to include area level budgeting targets with the goal of increasing accountability at supervisor level. Company driver and contractor P&Ls have also been created to illustrate where the two operational models are most effective. This detailed reporting increases the focus on controllable budget items, capital utilization and revenue targets.Strategic Budget and Forecasting: Create and maintain an expansive financial model with the ability to adjust the key drivers of revenue and expenses to arrive at an expected EBITDA target. Collaborate with field operations managers to understand upcoming customer, region and industry trends that will affect the expected volume. Ensure that the strategic goals of the company are met and the operations team feels a sense of ownership of “their” financial outlook. Manage the tight timelines and submission requirements laid out by our parent company during the budget and quarterly forecast periods.

Mesquite, Texas

Build comprehensive pricing model used to recommend freight hauling revenue and contractor expense rates. Evaluate existing rates to discover where margin erosion is occurring and superior margins are earned. Research contractual agreements and reconcile with actual invoicing to ensure that all revenue opportunities are being taken. Support a variety of month end close activities including variance analysis, P&L statement analysis, volume and other key operational KPI reporting, and driving certain audit control process. Work with key operation management to complete the annual budget and quarterly re-forecasting process.

Denver, Colorado

Managed the financial operating plan and monthly pro forma forecast for over $100MM in revenues and $60MM in expenses. Acted as financial liaison to multiple site directors and three Regional Vice Presidents, helping them make sound business decisions by providing strong financial analysis, profit maximization techniques. Successfully forecasted inbound, outbound, and offline lines of business for multiple bill types such as cost per call, handle minute, production minute, and paid hour. Performed cost analysis around support staff, agent wage increases, stay/performance bonuses, and other SG&A costs. Maximize monthly revenue by verifying maximum bill rates and potential bonuses based on client volume delivery, agent tenure, and other pay for performance metrics. Provide ad-hoc financial models, ROI analysis, and time series trend analysis to Director of FP&A and CFO as needed.

Plano, Texas

Provided bi-weekly compensation, production hours, and headcount analysis to Senior Vice President and CFO of the joint venture. Provided monthly pro forma forecasts and variance analysis. Monitored and conducted due diligence on material changes in the G/L accounts affecting the P&L. Produced extensive monthly review packages used by the executive management team to influence the financial management of the business unit. Managed monthly data downloads into extensive Excel databases used for reporting operational metrics.

Irving, Tx

Work with client partners to monitor and maintain current revenue forecast templates. Generate and analyze monthly revenue and sales forecasting reports, investigate discrepancies, and explore solutions. Prepare cost, revenue and sales reporting packages and work with client group finance leads to analyze trends and anomalies. Assist Dallas community lead in organizing events and meetings for the Southwest Finance community.